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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1451
Stevens Capital Management
Pennsylvania
$577K -$732K -708 -54%
MWM
1452
MOR Wealth Management
Pennsylvania
$575K +$618K +598 New
A
1453
Argentarii
Ohio
$571K -$37.2K -36 -7%
HIIFS
1454
Harel Insurance Investments & Financial Services
Israel
$570K -$200K -193 -25%
HA
1455
Herold Advisors
New York
$570K +$14.5K +14 +2%
MWM
1456
Meridian Wealth Management
Kentucky
$570K +$53.8K +52 +10%
SM
1457
Sciencast Management
New Jersey
$569K -$2.01M -1,947 -77%
ORC
1458
O'Rourke & Company
Massachusetts
$569K -$1.03K -1 -0.2%
CCFM
1459
Clear Creek Financial Management
Washington
$568K -$57.9K -56 -9%
GP
1460
Guardian Partners
Canada
$567K -$1.03K -1 -0.2%
BPC
1461
Banque Pictet & Cie
Switzerland
$567K – – –
Luther King Capital Management (LKCM)
1462
Luther King Capital Management (LKCM)
Texas
$565K +$63.1K +61 +12%
DE
1463
Defiance ETFs
New York
$565K +$84.8K +82 +17%
SAM
1464
Seelaus Asset Management
New Jersey
$563K -$6.21K -6 -1%
RTC
1465
Riverview Trust Company
Washington
$563K – – –
STCOSD
1466
Sageworth Trust Company of South Dakota
South Dakota
$563K – – –
RFP
1467
Root Financial Partners
California
$559K +$138K +133 +30%
SCM
1468
Sterling Capital Management
North Carolina
$559K +$295K +285 +96%
SWA
1469
Sax Wealth Advisors
New Jersey
$558K +$73.4K +71 +14%
RS
1470
R Squared
Hong Kong
$558K +$600K +580 New
KFGK
1471
Keystone Financial Group (Kentucky)
Kentucky
$558K +$244K +236 +69%
CAI
1472
Capital Advisors Inc
Oklahoma
$557K -$26.9K -26 -4%
MAM
1473
Morse Asset Management
Connecticut
$557K -$555K -537 -48%
MSRI
1474
Michael S. Ryan Inc
New York
$556K -$41.4K -40 -6%
FRA
1475
Frank Rimerman Advisors
California
$554K – – –